Roopamoney Investment Services LLP
Profiling
Planning
Asset Allocation
Active Management
About Our Company
We are Committed to Empower You
At roopamoney you will find the perfect synergy of cutting edge technology with right people for seamless service . People with in hand experience with back up of right technology will make your journey through the financial world a cherishing experience.
20+
Years of Experience
300+
Satisfied Clients
Our Core Competencies
Tailor made Solutions
Every individual is an independent entity for us whose requirement is unique and there for need exclusive investment plans
Plan based Asset allocaton
We follow a time tested process which start with Profiling followed by Planning, Asset Allocation, Active management and continuous service
24*7 Online Platforms
We provide clients web as well as roopamoney mobile app where they can get updated on how their hard earned money is working back for them and do seamless transaction any time from any where in the world
Industry experience of 20 plus years
People behind roopamoney hold 20 plus years of experience in core personal finance areas like Banking, Insurance, Investments, Loans, Taxation, Real estate, Trading and other niche areas of personal finance
Our Proven Process
Providing Tailored Solutions for Your Investment Needs
1.
Profiling
Your journey with roopmoney starts with a detail Client profiling. It will be more like a data collection type. The endeavor is to understand in quantitative terms where you stand as an investor. Knowing your assets, Liabilities, risk tolerance, surpluses and mainly your financial goals help us to select the right investment products for you
2.
Planning
As someone said failing to plan is surely a plan to fail. So, our next step will be charting out a detail plan on how we can achieve the financial goals with our available resources and of course time
3.
Asset Allocation
When it comes to investments Asset allocation matters… Every individual got short term medium term and long-term goals. Like that investment products also hold inherent time frames during which they deliver the best return. Right asset allocation is the crux of portfolio efficiency and our expertise will surely enhance the right mix to get the right return
4.
Active management
Finance is dynamic and especially when it comes to investment one needs to be enough agile to avoid pitfalls and capitalize hidden opportunities. At the same time personal requirements also keeps on changing. Periodic reviews on one’s portfolio along with cashflows and changed requirements make our clients equipped to get the best returns by taking the right decisions.
Testimonials
Hear from Our Satisfied Clients
Highly Recommended
with roopa we are sure no penny is going to sit idle . our cash flows are now tailor made with our needs for optimum results
Mr. Jayakrishnan
Exceptional Quality and Service
Now we have family portfolio. Roopa wealth taught us when it comes to wealth management one plus one is much beyond two.
Mr. Anil Menon
A Truly Remarkable Experience
I am young I am free. I will say 360° FP from roopamoney was a turning point in my life
